In this article, we will discuss how you can resell Client Portal Branded Mobile APP to your clients and keep track of which all sub-accounts are using it via HighLevel.

TABLE OF CONTENTS


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Pre-requisites for Auto-Reselling

Connect your Agency Stripe Account

Your agency Stripe account will be used to collect subscription payments for Branded Clientportal App from your clients. You can connect your agency Stripe account to your agency by following this help article - https://help.gohighlevel.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard


Note: You can also deploy Branded Client Portal App to sub-accounts if you do not have a Stripe without availing the auto-resell feature.

Setting your Branded Client Portal Mobile App Price


You can set your agency-wide offer by configuring it on the Agency left menu -> Reselling tab


Personalising offers for certain clients

If you wish to offer a different rate to certain clients, you can do so by following these two steps:


Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients



Step 2: Scroll down to the reselling section -> Change the Branded Client Portal Mobile App Pricing -> Hit Save


How do I disable Branded Client Portal Mobile App for certain clients?

If you have certain clients that you do not wish to offer Branded Client Portal Mobile APP to, you can do so by following these two steps:


Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients



Step 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save




Please note:

This offer can only be disabled before the sale has happened. Once a location already purchased Branded Client Portal Mobile App, you can not disable it from here. 

How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?


Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients



Step 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal Mobile App directly T&C -> Hit pay Now



Please note:

Branded Client Portal Mobile App under app settings won’t be visible for the location until this manual deployment takes place(in case agency does not have a Stripe account). It’s important to highlight that manual deployment won’t establish a subscription between the location and agency, while subscriptions with GHL and the agency will still be created.




How do I check how much am I paying to HighLevel and for which accounts?

You can check the same by following these two steps:


Step 1: Go to Agency Settings -> Billing -> Subscription -> Reselling Branded Client Portal Mobile App-> You can directly see the amount/month and the number of subscription



Step 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you

How is the experience for your client?

How do your clients discover this feature?

Your clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded Mobile App



How do your Clients complete the purchase?

  1. Once your clients have discovered the feature, they can proceed to purchase Branded Client Portal Mobile App from you by submitting the payment details and confirming the same.
  2. When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard.


How does you client setup the Branded Client Portal mobile App?


The Help article guides through the detailed step by step process

https://help.leadconnectorhq.com/en/support/solutions/articles/155000002608-how-to-setup-branded-client-portal-mobile-app



How does the billing work?

When your client purchases Branded Client Portal App it creates 2 subscriptions in the System

  1. Between your client's card & your Stripe Account so you can collect payment from your clients
  2. Between HighLevel & your Stripe account, you pay $79/month/location to HighLevel